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Student address and email
It would be helpful to have the student address and email on the Billing Management area. When I go into a student account in Billing Management I cannot see their address, I would need to leave billing Management and go into core or some other ar...1 Shipped
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Financial Aid
It would be nice if you could enter the Financial Aid from the Billing Management screen. It seems like the capability is there but not functional. -
Create a Resource Boards Manager role in security
The only role which allows for editing and creating Resource Boards is Platform Manager...which is way too much access. I tried to create a clone of Platform Manager with access only to the Resource Board functions, but those cannot be selected in...0 Shipped
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The ability to put notes on the Student Billing Record
It would be helpful to be able to put notes on the billing record. I know there is official notes, but that is something that everyone who has access to that can see, this is something that we would want only the business office to see. It would b... -
Update needed to screens when applying credits to charges
When applying credits to charges there is a slight issue with keeping track of how much is applied or if you go through the charge knowing the amount of the charge. It would be helpful when applying through the credit, if it would keep a running t... -
Add a description to the payment field
I would like to see a description field to be added to payment fields. When you apply a credit for a payment you would be able to add check numbers, ect. When applying Scholarships you would be able to enter information about the scholarship disbu... -
Automatically format phone numbers
Phone number fields should automatically convert numbers to standard phone format.
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Add "Course Code" Column to Groups List
Add a column for "Course Codes" on Academics > Group finder > go to group list
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Project Codes in FE need to be stored in Billing Management
Many schools use the project ID in FE, not just the General Ledger accounts, and there needs to be a way to store this number in Billing Management.
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